POSITION SUMMARY As a key member of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.
DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning Deliverables
- Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.
- Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
- Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
- Reviews, analyzes and summarizes sophisticated estate planning documents.
- Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client's family office needs.
- Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
- Anticipates client questions.
Estate Planning Technical Resource
- Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs.
- Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings.
- Participates in client/prospect/advisor meetings as needed.
- Participates in feedback/debrief meetings and takes an active approach to continuous improvement.
Firm Technical Resource
- Provides support, clarity and answers to technical issues/questions related to tax and estate planning.
- Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing.
- Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors.
- Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning.
- Reviews or creates and maintains estate planning related technical education summaries and materials.
- Provides subject matter expertise and training opportunities to internal associates.
Administrative, Professional Development & Other Duties
- Handle administrative tasks, attend internal meetings, and participate in ongoing training.
- Perform additional responsibilities as needed to support the firm and client teams.
QUALIFICATIONS- College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10+ years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
- Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
- Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
- Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
- Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
- Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.
- Must have ability to explain complex estate planning strategies in a client friendly manner.
- Must have a professional demeanor with the utmost respect for confidential matters.
- Must be able to work independently and in a team environment.
- Must have excellent written and verbal communication skills with strong interpersonal skills.
- Must be detail oriented with excellent organizational skills.
- Must have ability to multi-task and work in a fast-paced environment.
- Must have strong work ethic with a positive attitude.
WORKING CONDITIONS- Limited travel as business needs necessitates
- Long periods of sitting utilizing a computer
- 100% onsite
